This article explains how to create a new automated workflow in Fease, define its name, and configure whether it runs automatically. Workflows are the core mechanism for managing debt collection sequences.

Fease > Configuration > Workflows

What is a workflow in Fease?

A workflow is a series of pre-defined steps (called actions) that execute based on an account's financial status. Each step sends a communication (email, SMS, or letter) at a specific number of days outstanding, allowing you to manage debt collection sequences automatically.

How do I create a new workflow?

1. Navigate to Configuration > Workflows.

2. Click Create New Workflow.

3. Enter a name (e.g., "Standard Workflow" or "Aggressive Workflow").

4. Check the Automatic checkbox if you want it to run without manual intervention.

5. Save the workflow.

What does a standard workflow look like?

1. Friendly reminder (email) — Sent at 15 days outstanding.
   

2. Friendly reminder (email + SMS) — Sent at 31 days outstanding.
   

3. Follow-up reminder (email + SMS) — Sent at 45 days outstanding.

4. Letter of Demand — Sent at 60–90 days (R29 per letter).

5. Section 41 registered letter — Sent at 91+ days (R49 per letter).

Frequently asked questions

Can an account belong to more than one workflow at a time?

No. Accounts can only be assigned to a single workflow at any given time. This allows schools to tailor communication strategies to different groups of accounts.

How do I set a workflow as the default?

Go to Configuration > Settings > Default Workflow and select the workflow you want to apply to new accounts by default.

How many workflows can I create?

The number of available workflows depends on your Fease pricing tier. Check with your d6 account manager for details on your plan.